Using "amount" to make a Quick Fill Rule?

jsquare
jsquare Quicken Canada Subscription Member
edited January 2024 in All Things Canadian (Mac)

Hi there,

Is it possible to use the AMOUNT of a transaction to define a QuickFile Rule?

For example, I make many purchases off of the Apple Store - however, I know that if the amount of the purchase shows up on my credit card as $1.46, it is likely a monthly iCloud account payment. Is it possible to set up a Quick Fill rule that says "If the Payee is Apple, and the amount is $1.46, the category is "iCloud Storage"?

Thanks,
J

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Unfortunately, there's no function available to make such a rule.

    If it's always monthly, almost always the same amount, how about setting up and using a Scheduled Transaction Reminder, "Apple iCloud", "monthly fee"? Execute the reminder a day or two before Due Date. When the download comes in, use it to match the downloaded transaction to the already existing iCloud transaction

  • jsquare
    jsquare Quicken Canada Subscription Member

    Thank you for your response! I'll check out your workaround - greatly appreciated!

    Happy Holidays,
    J

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